Stonebridge Capital Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | $269K | Hold |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $370K | Sell |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $546K | Buy |
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|
2021
Q1 | $277K | Buy |
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|
2020
Q4 | $267K | Buy |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $351K | Buy |
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|
2019
Q3 | $303K | Sell |
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|
2019
Q2 | $288K | Sell |
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|
2019
Q1 | $282K | Sell |
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|
2018
Q4 | $249K | Buy |
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|
2018
Q3 | $240K | Buy |
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|
2018
Q2 | $253K | Hold |
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|
2018
Q1 | $244K | Sell |
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|
2017
Q4 | $289K | Sell |
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|
2017
Q3 | $311K | Buy |
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|
2017
Q2 | $247K | Sell |
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|
2017
Q1 | $262K | Sell |
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|
2016
Q4 | $260K | Buy |
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|
2016
Q3 | $249K | Hold |
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|
2016
Q2 | $260K | Hold |
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|
2016
Q1 | $251K | Buy |
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|
2015
Q4 | $222K | Sell |
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|
2015
Q3 | $219K | Sell |
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|
2015
Q2 | $215K | Hold |
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|
2015
Q1 | $227K | Buy |
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|
2014
Q4 | $239K | Hold |
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|
2014
Q3 | $213K | Sell |
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|
2014
Q2 | $223K | Hold |
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|
2014
Q1 | $216K | Buy |
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